Total Ideas
2
Bullish Ideas
2 (100%)
Bearish Ideas
0 (0%)
Recent Activity
0

"This deep dive covers Owens & Minor ($OMI). Desperate for a spark, OMI even pursued another deal, Rotech. After years of heavy debt, thin margins, and failed pivots, OMI is making a strategic shift that could redefine the company’s future. When the divestiture is complete, OMI will become a pure-play Patient Direct company."
Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren’t ready for.

"Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren't ready for."
Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren't ready for.
Sentiment